S

SimplyRich Portfolio holdings

AUM $371M
1-Year Est. Return 16.79%
This Quarter Est. Return
1 Year Est. Return
+16.79%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$346M
AUM Growth
-$4.78M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
224
New
Increased
Reduced
Closed

Top Buys

1 +$2.22M
2 +$1.6M
3 +$382K
4
T icon
AT&T
T
+$256K
5
BEKE icon
KE Holdings
BEKE
+$233K

Top Sells

1 +$1.99M
2 +$663K
3 +$482K
4
FN icon
Fabrinet
FN
+$463K
5
UPS icon
United Parcel Service
UPS
+$408K

Sector Composition

1 Technology 20.21%
2 Financials 10.99%
3 Healthcare 10.44%
4 Communication Services 10.37%
5 Consumer Discretionary 8.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
-3,238
202
-12,889
203
-2,257
204
-2,616
205
-2,108
206
-5,023
207
-1,975
208
-903
209
-3,001